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Make 2022 a financially healthy year
- PUBLISHED: 14 January 2022
- - Article
- - What is Financial Planning?, Investment & Financial Advice
Sensible tips for a better financial outcome in the year ahead Read All
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Significant changes to Income Protection Cover
- PUBLISHED: 20 October 2021
- - Article
A summary of the major changes being implemented on October 1, 2021 Read All
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6 members allowed in SMSF from July 1, 2021. Beware of unintended consequences
- PUBLISHED: 05 October 2021
- - Article
- - Self Managed Superannuation
You may not be aware that SMSF funds can now have up to 6 members (From 01/07/2021). Whilst this may appear to be a feasible option for extended family or business partners, Tony Zhang's article on Craig Day's technical update (Colonial First State) is interesting from an unintended consequences perspective. Greater care should be exercised around managing the fund's investment strategies and preferred outcomes for its original members. Read All
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The new Your Super Comparison Tool
- PUBLISHED: 03 September 2021
- - Article
- - What is Financial Planning?
The Australian Government tool, designed to assist you with better understanding your Superannuation investment choices. We have prepared a simple summary of how it works which will help you through the process Read All
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Is the Woolworths offer reasonable for people who are retired?
- PUBLISHED: 27 August 2021
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Investment & Financial Advice, Investor Retirement Visa
Woolworths has announced a $2B off-market buyback. Is this something you should be considering? Read All
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Client Question... How much can we spend in retirement?
- PUBLISHED: 07 August 2021
- - Article
- - What is Financial Planning?
Having spent most of our lives accumulating retirement savings, it is easy to understand why retirees are fearful of spending their hard-earned nest egg. This article explains how an adviser can help evaluate the likelihood of achieving your retirement goals, as well as minimising longevity risk. Written in the eyes of the client, it is an effective piece with a meaningful call to action. Read All
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Is it possible to continue renting in retirement?
- PUBLISHED: 07 August 2021
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Transition to Retirement, Investment & Financial Advice
As the cost of housing continues to rise in Australia, particularly in across the country's capital cities, retirees are becoming more likely to rent throughout retirement. And if retirees aren't renting, they may end up willing on an asset to beneficiaries that is not free of debt. This article compares the average incomes of Australian retirees and analyses how renting may impact their retirement lifestyle. Read All
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Preparing for retirement in these uncertain times
- PUBLISHED: 07 August 2021
- - Article
- - What is Financial Planning?
This article covers a range of options around building wealth prior to retirement, particularly in this volatile economic environment. It starts with the relatively safe (low yielding) option then explains three alternatives that may offer potentially higher returns. Read All
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What happens when you can no longer manage your SMSF?
- PUBLISHED: 07 August 2021
- - Article
- - Self Managed Superannuation
This article answers the common question of what do trustees and members of SMSFs do if or when they become incapable of managing their own fund. It outlines 5 options for your readers to investigate and discuss with you. Read All
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Investing in trends and ways to facilitate investment trends
- PUBLISHED: 17 July 2021
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Directly Held Investment Portfolio
So, you want to invest into mining companies because you’ve heard that lithium is the “next big thing”. But, with a myriad of options, where do you begin? This article (including a case study) explores how Electronic Traded Funds or ETFs are evolving so that investors can allocate their money into specific investment themes and trends Read All